WISDOMTREE TR (AIVI) is held by 23 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Are institutions buying or selling AIVI?

In Q1 2026, 11 institutions opened or increased positions in WISDOMTREE TR while 7 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on AIVI?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for WISDOMTREE TR.

How many hedge funds hold AIVI?

23 institutional investors report holding WISDOMTREE TR (AIVI) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into AIVI?

As of Q1 2026, tracked institutions in WISDOMTREE TR show 11 buyers versus 7 sellers — net inflows.

WISDOMTREE TR

AIVI·97717W786·US·ETF·Unknown - Unknown

Holders

(5 Elite)

$9.6M

Total Value

61% (18)

Consensus

11 buying - 7 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 23 funds

5 elite

No recent insider, activist, or congressional trades found for this stock

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	57,385(-22.1%)	$3.1M	0.0%	+40.53%	0
LPL Financial LLC	Increased	44,746(+4.0%)	$2.4M	0.0%	+34.36%	27
JONES FINANCIAL COMPANIES LLLP	Increased	15,386(+12.9%)	$805,011	0.0%	+37.65%	28
CITADEL ADVISORS LLC	New	7,800	$422,138	0.0%	+3.33%	33
JANE STREET GROUP, LLC	New	7,505	$406,172	0.0%	+3.33%	33
EP Wealth Advisors, LLC	Unchanged	5,960	$322,556	0.0%	+54.62%	0
Private Advisor Group, LLC	New	5,639	$305,184	0.0%	+3.33%	32
Creative Planning	Increased	5,281(+1.3%)	$285,809	0.0%	+53.53%	24
Savant Capital, LLC	Decreased	4,980(-47.0%)	$269,541	0.0%	+9.41%	0
RAYMOND JAMES FINANCIAL INC	Decreased	4,222(-13.7%)	$228,502	0.0%	+51.40%	0
STIFEL FINANCIAL CORP	Increased	4,050(+1.3%)	$219,186	0.0%	+17.23%	23
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	3,734(-78.2%)	$202,085	0.0%	+37.65%	0
TD Waterhouse Canada Inc.	Unchanged	2,600	$142,376	0.0%	+65.47%	0
WELLS FARGO & COMPANY/MN	Increased	2,446(+1222x)	$132,355	0.0%	+3.35%	24
Steward Partners Investment Advisory, LLC	Decreased	1,509(-9.0%)	$81,667	0.0%	+61.51%	0
OSAIC HOLDINGS, INC.	Increased	1,325(+59.1%)	$71,709	0.0%	+20.76%	30
BLAIR WILLIAM & CO/IL	Unchanged	1,210	$65,485	0.0%	+104.77%	0
BlackRock, Inc.	Unchanged	663	$35,882	0.0%	+9.41%	0
NewEdge Advisors, LLC	Unchanged	574	$31,080	0.0%	+13.50%	0
$US BANCORP \DE\$ US BANCORP \DE\	Unchanged	131	$7,090	0.0%	+21.53%	0